Applying Account Credit
- At the bottom of the checkout window, current account credit will appear in green in the Account section
- Click the Account button, enter the amount to apply, then Add Partial
- The applied credit will show as Account Debit
- Complete checkout as usual for the remaining order balance (if applicable)
Related articles: Deposits
Overview
The term 'Account Credit' refers to funds loaded directly onto a client's account. Account Credit appears in the Payment Methods tab on a Client Profile and can easily be applied to future orders. The dollar amount seen under Account Credit is the total balance of account credits minus any account debits.
Adding Account Credit in a New Sale
Adding Account Credit in an Existing Order